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Beneficiary addition form 2025

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The document is a form for adding or changing beneficiaries for registered accounts at Scotia iTRADE, specifically excluding residents of Quebec. It requires the account number, representative code, and details of the annuitant and designated beneficiaries, including their names, social insurance numbers, relationships to the annuitant, and percentage allocations. The form also includes an indemnity clause protecting Scotia Capital and the Trustee from claims related to the beneficiary designations.

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2014	4.8 Satisfied (139 Votes)

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I add someone as a beneficiary?

SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed. fill/sf2823.

What is an SF 2823 form for?

Youll need to assign at least one beneficiary for each account; most of the time you can add, change, or delete your beneficiaries online. To get started, please provide: Beneficiary type (e.g., spouse, non-spouse, trust, entity)

Can I add a beneficiary to my bank account online?

Navigate to the Fund Transfer section, where you will typically find the option to add a new beneficiary. Select Add Payee and choose the type of their account (it can be own bank or other banks). Fill in the beneficiarys name, account number, bank name and IFSC accurately, and then click on Add and Confirm.

What happens if no beneficiary is named on a bank account?

Do the paperwork: Youll likely need to fill out some beneficiary designation forms with your institution (bank, brokerage, insurer, etc.). This can usually be done online or over the phone, but some institutions may require mail-in forms or even an in-person visit at a local branch.

Can I add a beneficiary to my account online?

Forms for Designations We recommend that you designate beneficiaries to receive your life insurance benefits. However, if you are happy with the order of precedence(PDF file), you dont have to do anything.